Invesco Oppenheimer Preferred Securities and Income Fund Class C (PSTHX)
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Invesco Oppenheimer Preferred Securities and Income Fund Class C
AIM Investment Funds
11 Greenway Plaza,Suite 100
Houston, TX 77046
800-959-4246
Management information
Chuck Burge,Lead manager since 20 June 2019
Mr. Burge joined Invesco in 2002 as a portfolio manager and has held various positions with increased responsibility within the Taxable Investment grade team. He assumed his mutual fund management responsibilities in 2009 across a series of strategies, including the US Core Plus Bond Fund. Prior to joining Invesco, Mr. Burge spent seven years with Criterion Investment Management. He entered the industry in 1993.
Mr. Burge earned a BS degree in economics from Texas A&M University. He also earned an MBA in finance and accounting from Rice University.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryPreferred Stock
Fund familyInvesco
Net assets16.24M
YTD return14.35%
YieldN/A
Morningstar ratingN/A1
Inception date23 May 2019
Fund operations
Last dividend0.02
Last cap gain0.00
Holdings turnover23.00%
Average for categoryN/A
Fees and expenses
ExpensePSTHXCategory average
Annual report expense ratio (net)1.94%1.00%
Prospectus net expense ratio1.94%N/A
Prospectus gross expense ratio2.53%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A4.00%
Max deferred sales loadN/A1.00%
3-yr expense projection672N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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